Lesson

Develop a thorough installation and implementation process as part of the ITS deployment.

Five rural transit agencies' experiences in applying ITS to rural transit.


March 2003
Statewide,New Mexico,United States; Austin,Texas,United States; St. John's County,Florida,United States; Marion County,Florida,United States; Putnam County,Florida,United States; Ottumwa,Iowa,United States; Williamsport,Pennsylvania,United States


Background (Show)

Lesson Learned

Installation and implementation are critical phases of the deployment path of an ITS project. When dealing with new ITS technologies there are numerous problems that may arise, making it crucial for agencies to have a well-developed process for this phase of the project. This is the final part of the deployment process to ensure that all systems are functional and fully operable before a project goes live. It is the opportunity to test the system and should be approached thoughtfully and with patience.
  • Do not rush the implementation. By trying to install and implement new technology too quickly, problems may be created that will be difficult to correct in the future.
    • Staff at the Ottumwa Transit Authority (OTA) in Ottumwa, Iowa felt that their project would have benefited from having a clear testing protocol and beta testing early on in the process. In order to minimize installation costs, equipment was installed in vehicles all at once. Installation did not include any rigorous testing requirements. Revisions to the system have been made over time, but the de-bugging process negatively affects OTA operations since OTA has to bring all 51 of its vehicles into the facility for modifications.
  • Begin the installation process incrementally. One issue associated with this approach is the ability to obtain funding in a timely manner for a system that has, by design, been implemented incrementally.
    • The Capital Area Rural Transportation System (CARTS) in Austin, Texas implemented components of its ITS deployment one at a time, which helped them address problems more easily than if they had been trying to integrate multiple components all at once.
    • The rural transit provider in Marion County, Florida had only a few months to get their system up and running, and felt that they would have benefited from a more incremental approach to start-up. Because of the short timeframe for implementation, they did not have time to fully "scrub" the data before the system came on-line. Furthermore, they would like to have had more time to train staff on the new system.
  • Include a pilot phase in the installation process, in which hardware is installed on only a portion of the fleet and fully tested before full installation is completed. Piloting allows the agency to work out any "bugs" in the system prior to installing hardware on all vehicles. This is particularly important since, once full installation occurs, all vehicles must be brought into the maintenance facility in order to repair problems with the in-vehicle equipment.
    • In Williamsport, Pennsylvania Avail technologies, the contractor responsible for Williamsport’s Traveler Information System (TIS) set up a sample MDT in the drivers room at the bus terminal in order to familiarize operators with the system before implementation on the entire fleet.
    • In Austin, TX, CARTS included a pilot phase in the implementation process of their MDT’s, where the live system was installed on only a portion of the fleet. The purpose of the pilot was to complete end-to-end testing of the Mobile Data System under real-life conditions so that any remaining system issues could be identified and addressed.
  • Be flexible and patient. Seldom does everything go as smoothly as planned with ITS deployments, so agencies need to be flexible and patient, particularly when problems arise. Having a willingness to stray slightly from the planned deployment schedule can sometimes help the implementation move ahead more quickly and efficiently.
    • The Alliance for Transportation Research Institute (ATRI), in New Mexico, initially envisioned that each transportation center would do their own data entry into their new Client Referral, Ridership, and Financial Tracking (CRRAFT) system. However, they quickly discovered that transportation staff did not have the necessary time to perform this function. Consequently, ATRI staff decided to do the initial data entry. ATRI's flexibility, in this case, helped the project get up and running more quickly than it otherwise would have.
  • Have clear sign-off and acceptance procedures for new technology. Contracts with vendors should include an acceptance-testing phase as part of the implementation process for new technology. In this way, the agency is not left with a system that does not function properly once the vendor has left the picture.
    • In Williamsport, PA the vendor selected by River Valley Transit provided an end-to-end solution, which included clear testing and acceptance procedures. This arrangement has resulted in a positive relationship between the agency and the vendor, and has been key to the project’s successful implementation.
  • Establish a formal process to track problems during implementation (it can be used for on-going operations as well). River Valley Transit, in Williamsport, PA uses a formal process to document problems in writing, using Problem Identification Reports. These 4-page forms are used to quickly identify problems so that they can be resolved in a timely manner. Problem Identification Reports can be filed by any employee using the system, including maintenance and operations personnel, and include requests for the following information:
    • Time and date of the problem occurrence;
    • Equipment affected;
    • Description of the problem;
    • Other unusual system occurrences prior to experiencing the problem;
    • Other functions being performed at the time; and
    • Attempts to fix the problem.
A thorough installation and implementation process allows agencies to develop a system that works best for them and their customer base. By having a well laid out plan, and being methodical in executing that plan, agencies installing/implementing new ITS resources will be better able to ensure immediate and ongoing operational efficiency of their new system.


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Source

Rural Transit ITS Best Practices

Author: Joana Conklin, Carol Schweiger, Buck Marks, Yehuda Gross, William Wiggins, Karen Timpone

Published By: Federal Highway Administration, U.S. DOT

Source Date: March 2003

EDL Number: 13784

Other Reference Number: Report No.FHWA-OP-03-77

URL: http://ntl.bts.gov/lib/jpodocs/repts_te/13784.html

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Lesson Contacts

Lesson Analyst:

Jane Lappin
Volpe National Transportation Systems Center
617-494-3692
jane.lappin@volpe.dot.gov


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Benefits From This Source

Implementation of a two-way radio network with paratransit scheduling software provides better customer service, better scheduling, and more efficient staffing.

Implementation of paratransit software with Automatic Vehicle Location/Mobile Data Terminal (AVT/MDT) technologies leads to increase in trip productivity; reduction in administrative staff; and greater overall confidence in the transportation system.

Implementation of radio system combined with AVL/MDT technology leads to increase in trip productivity and better vehicle maintenance in a large service area with low population density.

Implementation of Real-time Customer Information System leads to better customer service; fewer customer inquires; and better access for persons with disabilities.

New Mexico's scheduling/billing sofware leads to better customer service, more efficient reporting and billing, and better coordination between transportation providers and funding agencies.

Costs From This Source

Client Referral, Ridership, and Financial Tracking (CRRAFT), a New Mexico Web-based system that provides coordination between funding agencies and their subgrantees cost about $1 million to implement. CRRAFT is one of five transit agency highlighted in a rural transit ITS best practices case study.

Lessons From This Source

Consider different operational strategies when deploying ITS.

Consider various technical applications and processes, such as using GIS, evaluating systems compatibility and the facility for upgrades, when deploying ITS.

Design an ITS procurement process carefully to ensure the best outcome for vendor selection and performance.

Develop a thorough installation and implementation process as part of the ITS deployment.

Establish and follow a comprehensive project plan in anticipation of the deployment of ITS resources.

Examine multiple funding sources and anticipate unforeseen costs associated with deploying transit ITS.

Recognize that institutional and organizational issues will require considerable attention throughout the ITS project deployment process.

Train staff throughout the deployment of transit ITS projects to ensure successful implementation and use of ITS resources.

Lesson ID: 2007-00348